See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $35,026 |
M.S. HOWELLS & CO1 year Service code 22 · EIN 86-0988422 | Insurance Broker | $11,334 |
REDW LLC1 year Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $8,000 |
BOYCE & ASSOCIATES, INC.1 year Service code 15 · EIN 86-0646843 21021 N. 7TH STREET · PHOENIX, AZ 85024 | Recordkeeping | $7,040 |
Filed as: INDEPENDENT FINANCIAL GROUP, INC. Service code 22 · EIN 03-0491379 | Insurance Broker | $3,737 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,228 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,018 | $88,122-75.0% | $141,162-84.4% | $67,579-67.4% |
| Participation rate | 86.1% | 76.5%+9.6pp | 82.5%+3.6pp | 71.3%+14.8pp |
| Annual return | 18.72% | 75.40%-56.7pp | 71.39%-52.7pp | 378.56%-359.8pp |
| Employer contribution / active EE | $1,628 | $3,224-49.5% | $4,735-65.6% | $2,148-24.2% |
| Participant deferral / active EE | $480 | $5,958-92.0% | $6,709-92.9% | $3,539-86.5% |
| Admin fee / account holder | $43 | $131-67.4% | $10,261-99.6% | $142-70.0% |